Jmg Financial Group, Ltd. / DFGR
Jmg Financial Group, Ltd.’s Dimensional Etf Trust Position
Does Jmg Financial Group, Ltd. own Dimensional Etf Trust (DFGR)? Yes — 6.34M shares worth $169M (+4.64% of its 13F portfolio) as of Q1 2026, up from 5.70M shares the prior filed quarter.
Position Value
$169M
Q1 2026
Shares
6.34M
% of Portfolio
+4.64%
Quarters Held
13
currently held
Position History DFGR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 6.34M | $169M | +4.64% |
| Q4 2025 | 5.70M | $151M | +4.23% |
| Q3 2025 | 5.36M | $146M | +4.16% |
| Q2 2025 | 5.00M | $134M | +4.06% |
| Q1 2025 | 4.80M | $126M | +4.25% |
| Q4 2024 | 3.99M | $102M | +3.48% |
| Q3 2024 | 3.47M | $100M | +3.42% |
| Q2 2024 | 3.11M | $78M | +2.91% |
| Q1 2024 | 2.59M | $66M | +2.52% |
| Q4 2023 | 2.10M | $55M | +2.29% |
| Q3 2023 | 1.67M | $37M | +1.80% |
| Q2 2023 | 917.3K | $22M | +1.05% |
| Q1 2023 | 475.2K | $12M | +0.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jmg Financial Group, Ltd.’s full portfolio or all institutional holders of DFGR.